SUSA ETF

$158.79

Returns Overview

1 Month
+0.38%
3 Months
+16.84%
6 Months
+10.82%
YTD
+10.55%
1 Year
+22.35%
3 Years (annualized)
+19.28%
5 Years (annualized)
+11.33%
10 Years (annualized)
+14.69%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SUSA have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI USA Extended ESG Select Index
This ETF (YTD)
+10.55%
Peer Avg (YTD)
+9.51%
vs Peers
+1.04%

SUSA ETF Performance

SUSA performance across multiple time periods: 1-month 0.38%, YTD 10.55%, 1-year 22.35%, 3-year 19.28%, 5-year 11.33%, 10-year 14.69%.

SUSA returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this ETF.

SUSA performance comparison shows side-by-side returns with another fund. SUSA alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+0.38%N/A
3 Months+16.84%N/A
6 Months+10.82%N/A
1 Year+22.35%N/A
3 Years+19.28%N/A
5 Years+11.33%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized